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Event Details

Designed for homeowner volunteer leaders and others in community association management, this comprehensive program will guide you through key issues in association management today.

Oct 4 - 25, 2023 (UTC-07:00 PDT)

Agenda

  • Day 1 (October 4, 2023)
    6:00 PM - 8:30 PMCommunity Association Law
    Attorney faculty members will be focusing on elements of proper CC&R and rules enforcement, important cases and changes in the current laws.

    Andrew Scoble

    Shareholder at Fiore, Racobs & Powers, A PLC

    Daniel Heaton

    Senior Associate at Nordberg|DeNichilo, LLP

    Day 8 (October 11, 2023)
    6:00 PM - 8:00 PMFinances & Reserve Studies
    Topics include practical financial statement
    interpretation, association budgeting, year-end audits, investment options, income taxes, component inventory, condition assessment and operating funds versus reserve funds.

    Sean Andersen, RS

    Association Reserves Orange County

    Richard Williamson

    Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association

    Day 15 (October 18, 2023)
    6:00 PM - 8:00 PMInsurance
    A straightforward approach to the things you need to know about HOA insurance. This course uses real world examples to help keep clear what can be a confusing aspect of operating your association while diving into board member responsibilities, liabilities and protection.

    Patrick Prendiville, CIRMS

    CIRMS at Prendiville Insurance Agency

    Karen Thompson

    Director Large Scale of Keystone, AAMC

    Day 22 (October 25, 2023)
    6:00 PM - 8:00 PMMaintenance, Construction Contracts & Bidding
    Maintenance responsibilities focusing on contracts, bidding requirements - a timely and critical topic for boards and community managers.

    Greg Borzilleri

    Accurate Termite & Pest Control

    James Harkins, Esq.

    Partner at Cane & Harkins LLP

Speakers

  • Sean Andersen, RS (Association Reserves Orange County)

    Sean Andersen, RS

    Association Reserves Orange County

    Read Bio
  • Greg Borzilleri (Accurate Termite & Pest Control)

    Greg Borzilleri

    Accurate Termite & Pest Control

    Read Bio
  • James Harkins, Esq. (Partner at Cane & Harkins LLP)

    James Harkins, Esq.

    Partner at Cane & Harkins LLP

    Read Bio
  • Daniel Heaton (Senior Associate at Nordberg|DeNichilo, LLP)

    Daniel Heaton

    Senior Associate at Nordberg|DeNichilo, LLP

    Read Bio
  • Patrick Prendiville, CIRMS (CIRMS at Prendiville Insurance Agency)

    Patrick Prendiville, CIRMS

    CIRMS at Prendiville Insurance Agency

    Read Bio
  • Andrew Scoble (Shareholder at Fiore, Racobs & Powers, A PLC)

    Andrew Scoble

    Shareholder at Fiore, Racobs & Powers, A PLC

    Read Bio
  • Karen Thompson (Director Large Scale of Keystone, AAMC)

    Karen Thompson

    Director Large Scale of Keystone, AAMC

    Read Bio
  • Richard Williamson (Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association)

    Richard Williamson

    Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association

    Read Bio

Documents

HOA U Fall 2023 Series.pdf

Tickets

Attendee
Member Price Complimentary
Standard Price $100
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